Internal SOP · Team
How to drive the membership presentation live on a sales appointment. The first two topics change based on what the prospect tells you; the rest is a fixed sequence you step through with the down arrow. Watch the walkthrough, then keep this page for the quick reference.
Your presentation link. Grab it from the kit at the bottom of this page. Dan's is there now, and we will add more as they come.
It is finished and ready. Your copy is a complete presentation, with the Cornerstone and the highlight video already in it. Nothing for you to build or set up.
Turn on Share Sound in Zoom. When you share your screen, check Share Sound in the bottom-left of the Share Screen window before you hit Share, so the membership video plays with audio on his end. Once it is on, your Audio button shows "Leave computer audio," which is how you confirm it. Zoom's own steps: Sharing computer audio.
Practice the flow a few times so the numbers are muscle memory. You reach this at the presentation step of the appointment, after you have asked your best questions and heard his hot buttons.
While he is talking, you are matching what you hear to a number. Hear the hot button, know the angle, press its key. This is the part to memorize.
| Press | The angle he sees | Open it when he talks about… |
|---|---|---|
| 1 | Stop losing the jobs you already earned | Missed calls, quotes that go cold, or work slipping through the cracks. |
| 2 | The reputation you built, finally yours | His reputation and ownership: the reviews he loses the day he stops paying a platform. |
| 3 | The business behind the business | The business behind the marketing: insurance, his crew, finding good subs, or having nobody to ask. |
| 4 | Get in while it is still being built | Coming in early, the Founding 300, or what is real today versus what is coming later. |
| 5 | Leads: one homeowner, one contractor | Shared leads, the speed race, or fake names. Node 2 only, and never your first pick. |
Node 1 offers angles 1 to 4. Node 2 offers the same four plus Leads at 5. Open one angle on each node: the one that matches his strongest hot button, then his second. Leads sits at 5 because you never lead with leads.